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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,939 | $209,428-63.7% | $178,498-57.5% | $158,950-52.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.19% | 188.78%-173.6pp | 151.09%-135.9pp | 302.91%-287.7pp |
| Employer contribution / active EE | $8,787 | $5,707+54.0% | $5,011+75.3% | $4,762+84.5% |
| Participant deferral / active EE | $5,795 | $5,955-2.7% | $5,202+11.4% | $5,983-3.1% |
| Admin fee / account holder | $17,609 | $17,077+3.1% | $13,985+25.9% | $11,248+56.6% |